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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,100 | $102,245-97.0% | $89,340-96.5% | $137,256-97.7% |
| Participation rate | 70.8% | 74.9%-4.1pp | 69.6%+1.3pp | 80.0%-9.1pp |
| Annual return | 27.21% | 21.89%+5.3pp | 20.57%+6.6pp | 220.34%-193.1pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $973 | $4,436-78.1% | $3,823-74.5% | $6,407-84.8% |
| Admin fee / account holder | $109 | $8,085-98.7% | $6,704-98.4% | $12,270-99.1% |